HubSpot

Connect HubSpot to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select HubSpot as the Integration Provider.

Step 2. Connect to the HubSpot API

1. Go to HubSpot and login to your account.
2. Click on the settings icon on the top-right of the screen.
3. In the left-hand sidebar menu, click on Integrations → Private Apps.
4. Click the Create a private app button.
5. Fill out the details, and click the Scopes tab. Select the following scopes:
   • crm.lists.read
   • crm.objects.companies.read
   • crm.objects.companies.write
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.objects.deals.read
   • crm.objects.deals.write
   • crm.schemas.custom.read
   • tickets
   • forms
6. Click the Create App button in the top right.
7. In the dialog box, review the info about your app's access token, then click Continue creating.
8. Copy the Access Token from HubSpot and paste in the Access Token field in Formie.

Step 3. Disable Automatic Form Collection

1. In HubSpot, click on the Settings cog icon in the top right-hand of the screen.
2. In the left-hand sidebar menu, click on Marketing → Forms.
3. Click the Non-Hubspot Forms button.
4. For Collect data from website forms ensure that this is switched to Off.

Step 4. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 5. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Custom Objects (Enterprise)

When using Map to Form with HubSpot custom object properties, Formie fetches your portal’s custom object schemas when you refresh HubSpot forms. Form fields are mapped using the correct objectTypeId (for example 2-21479350) automatically.

Ensure your private app includes the crm.schemas.custom.read scope, and refresh HubSpot forms after creating or changing custom objects in HubSpot.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.